Find branch stock or an approved substitute, then coordinate the transfer and final delivery.
Where this helps
A contractor’s order is short at the local warehouse, but the answer may already exist elsewhere in the network. Customer service needs to know whether a branch transfer or approved substitute can meet the promised time.
What Rectangle connects
Read the ERP order, available-to-promise inventory, substitution approvals, and incoming receipts. Combine them with transfer schedules and delivery routes. Count only unreserved stock and retain the source branch’s required cover. Match technical specifications and customer approval before recommending a substitute.
Locate the shortfall 36 valves ordered · 24 available locally · 12 short
- Next supplier receipt: Friday, after the deadline.
- Agreed sell price: $18.50 each · order total $666.
A closer look
Find branch stock or an approved substitute, then coordinate the transfer and final delivery.
Build a recovery plan Transfer 12 approved equivalent valves from East Branch. That fills the shortage and leaves four available there.
- Pick 24 original valves locally and 12 approved equivalents at East Branch.
- Use the 07:30 shuttle, reaching the depot at 08:10 and the job site at 10:15.
- The transfer costs $48; the customer’s order remains $666.
Confirm shuttle capacity and the accepted substitution before reserving the stock.
From answer to action
The assistant produces a fulfillment plan that preserves the agreed sell price and shows the transport cost. After review, connected tools can reserve stock, create the transfer, and update the route. Incoming stock remains unavailable until receipt and the required checks are complete.
Prepare the handoff Draft transfer: 12 valves · East Branch → depot
- Pick plan: 24 originals + 12 approved equivalents.
- Delivery ETA: 10:15, subject to shuttle confirmation.
- Reservation and route update ready for approval.
Give customer service a feasible recovery plan instead of another delayed promise.
